In this episode, CIO Charlie Lanchester is joined by Alan Pullen and Elisa Di Marco from Magellan - both Portfolio Managers are responsible for stocks held in the HM1 portfolio. Alan has been with Magellan since 2012 and currently serves as the Head of Financials, managing the High Conviction Fund. Elisa De Marco is the Portfolio Manager of the Magellan Core International Fund and also heads the ESG department at Magellan.

Listen to hear Magellan’s approach to high conviction investing, how they select top stocks for the HM1 portfolio, and how they avoid the short-term noise that can cloud their judgment. 

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You can view the transcript for this episode here.

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